JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$5.25B
2 +$2.24B
3 +$2.17B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
AVGO icon
Broadcom
AVGO
+$1.54B

Top Sells

1 +$2.4B
2 +$2.19B
3 +$1.63B
4
ADBE icon
Adobe
ADBE
+$1.62B
5
CRM icon
Salesforce
CRM
+$1.48B

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.54B 0.21%
44,061,388
+1,976,026
102
$2.41B 0.2%
7,934,994
-2,941,717
103
$2.38B 0.2%
23,048,067
+1,287,554
104
$2.33B 0.19%
1,824,485
+155,025
105
$2.33B 0.19%
23,146,158
+5,727,406
106
$2.31B 0.19%
39,484,489
+1,457,367
107
$2.29B 0.19%
33,563,596
-818,721
108
$2.28B 0.19%
33,608,600
-4,348,517
109
$2.27B 0.19%
11,566,909
-3,489,179
110
$2.27B 0.19%
129,794,575
+3,667,994
111
$2.25B 0.18%
28,565,053
-3,061,843
112
$2.24B 0.18%
33,521,923
+3,404,736
113
$2.18B 0.18%
16,457,135
+901,128
114
$2.11B 0.17%
20,995,084
-612,855
115
$2.09B 0.17%
52,555,102
-17,025,317
116
$2.05B 0.17%
26,563,675
-4,915,959
117
$1.96B 0.16%
8,124,805
-2,492,094
118
$1.96B 0.16%
10,852,395
-2,299,772
119
$1.95B 0.16%
4,479,917
-154,126
120
$1.94B 0.16%
30,780,977
+7,682,290
121
$1.94B 0.16%
1,895,735
-226,185
122
$1.93B 0.16%
55,015,176
+5,473,288
123
$1.92B 0.16%
19,914,085
+8,758,249
124
$1.91B 0.16%
8,441,601
-316,828
125
$1.9B 0.16%
24,209,190
-3,231,148